Creative Planning is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk. The firm was founded in 1983 and is headquartered in Overland Park, Kansas. The company provides wealth management services for individuals, businesses and institutions, including investment management, financial planning, estate planning, tax planning, trust services, tax preparation and charitable giving services.
Primary Industry:
N/A
Creative Planning is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk. The firm was founded in 1983 and is headquartered in Overland Park, Kansas. The company provides wealth management services for individuals, businesses and institutions, including investment management, financial planning, estate planning, tax planning, trust services, tax preparation and charitable giving services.
Transparency
All reviews within the past 12 months
Total Reviews
Direct
Invited
Write a review ✍🏼
Leave your review here
0.00
out of 5
Based on 0 Reviews
Consumer
The number of user on TrustFinance
0
Powered by TrustFinance
We use cookies
Our website uses cookies to improve your browsing experience and to help us understand how users interact with our site. By continuing to use this website, you consent to the use of cookies in accordance with our Cookie Policy.